What public Form 5500 filings show about the Mueller-Yurgae Associates, Inc. 401(k) plan — and how to find and check your own account.
Mueller-Yurgae Associates, Inc. (EIN 42-1034361) reports MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $20.9M in plan assets across 209 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Mueller-Yurgae Associates, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Mueller-Yurgae Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, STEELE CAPITAL MANAGEMENT, CHARLES SCHWAB TRUST BANK.
